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Insight Type: Research Note

Daniel Newman

Oracle Delivers Solid Q4 Despite Ongoing Covid-19 Woes

Oracle, despite a quarter overshadowed by Covid-19, delivered its earnings and came up slightly shy of revenue YoY. A look at what its Q4 performance means.
Daniel Newman

Poly Partners With Zoom and Microsoft To Support Remote Work

Now that organizations have had a few months of remote work experience, they are focused on how software like Poly’s StudioX could improve performance and efficiency.
Daniel Newman

Zoom Acquiesces to China Demands to Shutdown User Accounts

Zoom has acknowledged that it acted upon the request of China to shutdown Zoom users that were seen as activists bringing new questions to its policies.
Daniel Newman

Cloudera’s Hybrid Cloud Offering Delivers on Enterprise Needs

Cloudera completed the launch of its enterprise hybrid cloud data vision and its platform with the launch of its private cloud built on RedHat OpenShift.
Sarah Wallace

HP Makes 3D Printing Technology and Digital Manufacturing Announcements

New partnerships and alliances like what we are seeing HP do here will help enterprises of different sizes have more resources for 3D technology equipment, training and support. These efforts will help leverage and continue the 3D printing technology efforts HP has made during the pandemic, and it will be interesting to see what the company does moving forward. Overall, we expect to see continued growth in the 3D printing and additive manufacturing space.
Shelly Kramer

IBM Collaborates with Lotte Card on Transition to Hybrid Cloud

There have been some big wins recently for IBM’s Financial Services Cloud, including the company’s partnership with South Korea’s Lotte Card, alongside the CaixaBank deal. We predict there’s more business where that came from.
Daniel Newman

Apple Moving Away From Intel Isn’t a Massive Concern for Intel

Apple has long been planning on moving its Mac chips away from Intel to an in-house design based on ARM. How bad is this for Intel?
Daniel Newman

AWS Steps Up Collaboration Business With Slack Partnership

AWS has announced a strategic partnership to offer Slack in coordination with the company's own Amazon Chime tool for collaboration. What does this mean?
Daniel Newman

IBM Adds CaixaBank to Extend Vertical Cloud Wins

IBM has zeroed in on differentiating its cloud offering by focusing on verticals and its Financial Services Ready Cloud continues to deliver deals.
Daniel Newman

Cloudera Delivers Solid Q1 With a Promising Future

Cloudera earnings and revenue came in better than analysts expected for its fiscal Q1. A look at the future and why Cloudera is a company to watch.
Daniel Newman

No Surprise, Zoom Destroys Analyst Estimates in Fiscal Q1

In an unsurprising turn of events, Zoom had a blowout quarter as work from home prevailed and Zoom became the favorite tool. A look at its Q1 Earnings.
Ron Westfall

Netcracker 2020 Galvanizes Service Provider Digital Transformation Renaissance

Netcracker 2020 is redesigned and upgraded to accelerate the top-priority transformation goals of CSPs including personalization of digital services, customization of B2B commerce, secure multi-cloud flexibility, agile partner management, and broader automation. Through Netcracker 2020 adoption, CSPs become firmly positioned to play a far more strategic and central role across the digital value chain. Netcracker’s rivals must take heed.
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